Western Pacific Wealth Management, LP Purchases in Q4 2024

Western Pacific Wealth Management, LP

  • $121 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
357
+ 0.88%
$180.88 - $232.93 $64.6K - $83.2K
41K $9M
GOOGL
Alphabet Inc.

Communication Services
1.46K
+ 7.25%
$161.86 - $196.66 $236K - $286K
21.5K $4.08M
MTN
Vail Resorts Inc

Consumer Cyclical
1.55K
New
$165.69 - $195.44 $257K - $303K
1.55K $290K
PAYC
Paycom Software, Inc.

Technology
805
+ 49.54%
$159.94 - $240.25 $129K - $193K
2.43K $498K
GM
General Motors CO

Consumer Cyclical
3.1K
+ 51.39%
$44.82 - $60.2 $139K - $186K
9.12K $485K
COF
Capital One Financial Corp

Financial Services
765
+ 28.81%
$145.19 - $192.01 $111K - $147K
3.42K $609K
PSX
Phillips 66

Energy
1.79K
+ 211.83%
$110.35 - $138.93 $198K - $249K
2.64K $300K
META
Meta Platforms, Inc.

Communication Services
163
+ 3.11%
$554.08 - $632.68 $90.3K - $103K
5.4K $3.19M
V
Visa Inc.

Financial Services
336
+ 20.36%
$273.87 - $320.91 $92K - $108K
1.99K $627K
AIG
American International Group, Inc.

Financial Services
2.08K
+ 59.98%
$70.0 - $79.22 $146K - $165K
5.55K $403K
SYY
Sysco Corp

Consumer Defensive
1.74K
New
$73.63 - $81.77 $128K - $142K
1.74K $132K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.01K
New
$125.36 - $147.37 $127K - $149K
1.01K $132K
CRM
Salesforce, Inc.

Technology
12
+ 0.57%
$270.87 - $367.87 $3.25K - $4.41K
2.13K $711K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4.1K
New
$31.24 - $37.15 $128K - $152K
4.1K $131K
SCHW
Schwab Charles Corp

Financial Services
1.13K
+ 26.37%
$63.31 - $82.85 $71.5K - $93.6K
5.42K $400K
ICE
Intercontinental Exchange, Inc.

Financial Services
945
+ 53.69%
$148.29 - $166.93 $140K - $158K
2.71K $403K
C
Citigroup Inc

Financial Services
1.53K
+ 101.06%
$61.31 - $72.5 $93.5K - $111K
3.03K $213K
AZO
Autozone Inc

Consumer Cyclical
35
+ 38.04%
$2981.19 - $3370.27 $104K - $118K
127 $406K
EOG
Eog Resources Inc

Energy
950
+ 54.25%
$118.22 - $136.54 $112K - $130K
2.7K $331K
WBD
Warner Bros. Discovery, Inc.

Communication Services
6.79K
+ 49.19%
$7.33 - $12.37 $49.8K - $84K
20.6K $218K
USB
Us Bancorp \De\

Financial Services
1.91K
+ 37.39%
$43.98 - $53.66 $83.9K - $102K
7.01K $335K
LBRDK
Liberty Broadband Corp

Communication Services
1.38K
+ 50.46%
$74.72 - $101.4 $103K - $140K
4.12K $307K
AVGO
Broadcom Inc.

Technology
175
+ 18.82%
$159.67 - $250.0 $27.9K - $43.8K
1.11K $256K
SEE
Sealed Air Corp

Consumer Cyclical
3.14K
+ 51.52%
$33.59 - $37.3 $105K - $117K
9.22K $311K
FISV
Fiserv Inc

Technology
710
+ 48.56%
N/A
2.17K $271K
SHOP
Shopify Inc.

Technology
800
New
$78.14 - $119.49 $62.5K - $95.6K
800 $85K
WST
West Pharmaceutical Services Inc

Healthcare
259
New
$285.69 - $344.0 $74K - $89.1K
259 $84K
IDXX
Idexx Laboratories Inc

Healthcare
202
New
$406.92 - $495.42 $82.2K - $100K
202 $83K
DDOG
Datadog, Inc.

Technology
539
New
$113.98 - $168.65 $61.4K - $90.9K
539 $77K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
3.42K
+ 54.15%
$27.09 - $32.06 $92.6K - $110K
9.74K $272K
WTFC
Wintrust Financial Corp

Financial Services
2
+ 0.05%
$104.15 - $138.5 $208 - $277
4.23K $527K
DE
Deere & CO

Industrials
155
+ 50.16%
$389.45 - $466.0 $60.4K - $72.2K
464 $196K
CHTR
Charter Communications, Inc.

Communication Services
175
+ 60.34%
$315.38 - $408.02 $55.2K - $71.4K
465 $159K
CMCSA
Comcast Corp

Communication Services
2.25K
+ 51.57%
$37.39 - $45.14 $84.1K - $102K
6.61K $248K
MA
Mastercard Inc

Financial Services
32
+ 2.81%
$491.3 - $536.15 $15.7K - $17.2K
1.17K $617K
WEN
Wendy'S CO

Consumer Cyclical
3.12K
+ 49.41%
$16.26 - $20.42 $50.7K - $63.7K
9.44K $153K
ARCC
Ares Capital Corp

Financial Services
1.41K
+ 11.84%
$20.74 - $22.27 $29.2K - $31.4K
13.3K $291K
CG
Carlyle Group Inc.

Financial Services
329
+ 10.02%
$43.2 - $54.81 $14.2K - $18K
3.61K $182K
CPRT
Copart Inc

Consumer Cyclical
530
+ 24.82%
$51.36 - $63.8 $27.2K - $33.8K
2.67K $152K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
463
+ 0.96%
$126.68 - $134.74 $58.7K - $62.4K
48.7K $6.21M
IQV
Iqvia Holdings Inc.

Healthcare
260
+ 44.44%
$190.97 - $236.63 $49.7K - $61.5K
845 $166K
LYV
Live Nation Entertainment, Inc.

Communication Services
82
+ 10.45%
$109.06 - $140.54 $8.94K - $11.5K
867 $112K
INTU
Intuit Inc

Technology
28
+ 12.79%
$602.01 - $706.25 $16.9K - $19.8K
247 $155K
DHS
Wisdomtree Tr U.S

ETFs
197
+ 16.98%
$92.66 - $100.58 $18.3K - $19.8K
1.36K $126K
VEEV
Veeva Systems Inc

Healthcare
76
+ 25.25%
$201.81 - $250.45 $15.3K - $19K
377 $79K
CRSP
Crispr Therapeutics Ag

Healthcare
500
+ 100.0%
$38.65 - $55.15 $19.3K - $27.6K
1K $39K
BX
Blackstone Inc.

Financial Services
20
+ 2.99%
$148.45 - $199.05 $2.97K - $3.98K
689 $118K
RGTI
Rigetti Computing, Inc.

Technology
1K
New
$0.74 - $17.08 $740 - $17.1K
1K $15K
SO
Southern CO

Utilities
216
+ 32.14%
$81.5 - $94.15 $17.6K - $20.3K
888 $73K
Activity Summary
Buys All Purchases 77 New Holdings 18 Increased Positions 59 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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